Encompass

Established in 1919, Robert W. Baird & Co. Incorporated is a wealth management, capital markets, asset management and private equity firm. It offers a wide range of services, such as investment banking, asset management, income sales and trading and public finance. Located in Milwaukee, Wis., the company develops integrated wealth management strategies, including managing corporate stock. Robert W. Baird & Co Incorporated is also involved in advanced estate planning, tax planning, financial planning, investment research and services for business owners and executives. It serves the individual, corporate, institutional and municipal clients. The company is honored by Fortune as one of the '100 best companies to work for' 7 consecutive years.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.